- JPMorgan Chase (New York, NY)
- …business outcomes to identify opportunities for process improvement and enhanced advisor / client experience. + Ensure consistent delivery of training, support, ... The Business Development Manager - Team Lead leads a team of...for the successful rollout and adoption of new products, services , and processes across the Chase Wealth Management organization.… more
- Deloitte (New York, NY)
- …presenting at conferences. A summary of the expectations is provided below: + Client Service : Advise client on leading practices and technology/industry ... Business Development: Participate in sales pursuits as a pursuit team member or subject matter advisor . Participate...Demonstrated experience with the sales cycle by helping frame client opportunities. Participated in the pursuit team … more
- KPH Healthcare Services, Inc. (East Syracuse, NY)
- …sessions, helping to monitor and assess sales efforts. + Act as an advisor to Sales Directors during strategic client meetings, providing insights and ... with ProAct's mission. This position functions as a utility player within the team , offering versatility to meet various needs across the organization. will lead… more
- JPMorgan Chase (New York, NY)
- …locally. You will establish, maintain, and build relationships while delivering exceptional client service . As a Market Executive within JP Morgan Advisors, ... involve establishing, maintaining, and building relationships while delivering exceptional client service . You will have the opportunity...top talent + Clear ability to recognize and anticipate advisor and client needs in a proactive… more
- KeyBank (Cohoes, NY)
- …This person will serve as a proactive member of the Key Investment Services Team by being an initial sales and service contact for new and existing clients. ... Cohoes New York **Job Summary** Within the Key Investment Services business, this individual is responsible for assisting the...and Required Minimum Distribution calculations. + Follow up on client service activities and Advisor 's… more
- Nuvance Health (Poughkeepsie, NY)
- …hardware upgrades, and maintain accurate endpoint device inventory. 3. Troubleshoot client server connectivity and permissions. 4. Complete special projects and ... needed. 5. Provide recommendations for hardware improvement/repairs. 6. Accurately document Service Desk ticket status and resolution. 7. Fulfills all compliance… more
- ServiceNow, Inc. (New York, NY)
- …and deep consultative selling expertise, with a focus on leveraging AI to drive client value. **What You Will Do** + **Drive New Business:** Achieve and exceed ... accounts. + **Executive Relationship Builder:** Develop and maintain deep, trusted advisor relationships with multiple C-suite personas (eg, **CFO, CIO, COO, CDO**… more
- DataRobot (Albany, NY)
- …their business - today and in the future. As an AI Engineer on our Professional Services team , you will be at the forefront of the AI revolution, working ... directly with our most strategic customers. You'll be a trusted advisor and hands-on builder, translating complex business challenges into cutting-edge AI solutions… more
- Comerica (New York, NY)
- …required compliance training. Stays current on fiduciary/tax/legal changes that effect a client 's wealth plan or administration of account. Team Member ... projects which affect the broader business and improves efficiency of delivery of services to clients. Actively contributes to the team , providing feedback and… more
- AON (New York, NY)
- …relationships, account strategies and insurance marketing activities. + Act as a trusted advisor to the client , in broking, designing, selling and servicing ... in New York City. As part of an industry-leading team , you will help empower results for our clients...and insurance marketing activities. + Act as a trusted advisor to the client , in broking, designing,… more